Advanced Replication Tasks

TrueNAS SCALE advanced replication allows users to create one-time or regularly scheduled snapshots of data stored in pools, datasets or zvols on their SCALE system as a way to back up stored data. When properly configured and scheduled, local or remote replication using the Advanced Replication Creation option takes regular snapshots of storage pools or datasets and saves them in the destination location on the same or another system.

The Advanced Replication Creation option opens the Add Replication Task screen. This screen provides access to the same settings found in the replication wizard but has more options to specify:

• Full file system replication
• Stream compression
• Replication speed
• Attempts to replicate data before the task fails
• Block size for data sent
• Log level verbosity

You can also:

• Change encrypted replication to allow an unencrypted dataset as the destination
• Create replication from scratch
• Include or exclude replication properties
• Replicate specific snapshots that match a defined creation time.
• Prevent the snapshot retention policy from removing source system snapshots that failed

With the implementation of the local administrator user to replace the root login, there are a few differences between setting up replication tasks as an admin user than with setting up replication tasks when logged in as root. Setting up remote replication while logged in as the admin user requires selecting Use Sudo For ZFS Commands.

This section provides a simple overview of setting up a replication task regardless of the type of replication, local or remote. It also covers the related steps you should take prior to configuring a replication task.

Configure your SSH connection before you begin configuring the replication task through the Add Replication Task screen. If you have an existing SSH connection with the remote system the option displays on the SSH Connection dropdown list.

Turn on SSH service. Go to System Settings > Services screen, verify the SSH service configuration, then enable it.

To access advanced replication settings, click Advanced Replication Creation at the bottom of the first screen of the Replication Task Wizard. The Add Replication Task configuration screen opens.

3. Give the task a name and set the direction of the task. Unlike the wizard, the Name does not automatically populate with the source/destination task name after you set the source and destination for the task. Each task name must be unique, and we recommend you name it in a way that makes it easy to remember what the task is doing.

4. Select the direction of the task. Pull replicates data from a remote system to the local system. Push sends data from the local system to the remote.

5. Select the method of tranfer for this replication from the Transport dropdown list. Select LOCAL to replicate data to another location on the same system. Select SSH is the standard option for sending or receiving data from a remote system. Select the existing SSH Connection from the dropdown list. Select SSH+Netcat is available as a faster option for replications that take place within completely secure networks. SSH+Netcat requires defining netcat ports and addresses to use for the Netcat connection.

   With SSH-based replications, select the SSH Connection to the remote system that sends or receives snapshots. To create a new connection to use for replication from a destination to this local system, select newpullssh.

   Select Use Sudo for Zfs Commands to controls whether the user used for SSH/SSH+NETCAT replication has passwordless sudo enabled to execute zfs commands on the remote host. If not selected, you must enter zfs allow on the remote system to to grant non-user permissions to perform ZFS tasks.

6. Specify the source and destination paths. Adding /name to the end of the path creates a new dataset in that location. Click the arrow to the left of each folder or dataset name to expand the options and browse to the dataset, then click on the dataset to populate the Source. Choose a preconfigured periodic snapshot task as the source of snapshots to replicate. Pulling snapshots from a remote source requires a valid SSH Connection before the file browser can show any directories.

   A remote destination requires you to specify an SSH connection before you can enter or select the path. If the file browser shows a connection error after selecting the correct SSH Connection, you might need to log in to the remote system and configure it to allow SSH connections. Define how long to keep snapshots in the destination.

   Remote sources require defining a snapshot naming schema to identify the snapshots to replicate. Local sources are replicated by snapshots that were generated from a periodic snapshot task and/or from a defined naming schema that matches manually created snapshots.

   DO NOT use zvols as remote destinations.

7. Select a previously configured periodic snapshot task for this replication task in Periodic Snapshot Tasks. The replication task selected must have the same values in Recursive and Exclude Child Datasets as the chosen periodic snapshot task. Selecting a periodic snapshot schedule removes the Schedule field.

   If a periodic snapshot task does not exist, exist the advanced replication task configuration, go configure a periodic snapshot task, then return to the Advanced Replication screen to configure the replication Task. Select Replicate Specific Snapshots to define specific snapshots from the periodic task to use for the replication. This displays the schedule options for the snapshot task. Enter the schedule. The only periodically generated snapshots included in the replication task are those that match your defined schedule.

   Select the naming schema or regular expression option to use for this snapshot. A naming schema is a collection of strftime time and date strings and any identifiers that a user might have added to the snapshot name. For example, entering the naming schema custom-%Y-%m-%d_%H-%M finds and replicates snapshots like custom-2020-03-25_09-15. Enter multiple schemas by pressing Enter to separate each schema.

8. Set the replication schedule to use and define when the replication task runs. Leave Run Automatically selected to use the snapshot task specified and start the replication immediately after the related periodic snapshot task completes. Select Schedule to display scheduling options for this replication task and To automate the task according to its own schedule.

   Selecting Schedule allows scheduling the replication to run at a separate time. Choose a time frame that gives the replication task enough time to finish and is during a time of day when network traffic for both source and destination systems is minimal. Use the custom scheduler (recommended) when you need to fine-tune an exact time or day for the replication.

   Advanced Scheduler

   

   Choosing a Presets option populates in the rest of the fields. To customize a schedule, enter crontab values for the Minutes/Hours/Days.

   These fields accept standard cron values. The simplest option is to enter a single number in the field. The task runs when the time value matches that number. For example, entering 10 means that the job runs when the time is ten minutes past the hour.

   An asterisk (*) means match all values.

   You can set specific time ranges by entering hyphenated number values. For example, entering 30-35 in the Minutes field sets the task to run at minutes 30, 31, 32, 33, 34, and 35.

   You can also enter lists of values. Enter individual values separated by a comma (,). For example, entering 1,14 in the Hours field means the task runs at 1:00 AM (0100) and 2:00 PM (1400).

   A slash (/) designates a step value. For example, entering * in Days runs the task every day of the month. Entering */2 runs it every other day.

   Combining the above examples creates a schedule running a task each minute from 1:30-1:35 AM and 2:30-2:35 PM every other day.

   TrueNAS has an option to select which Months the task runs. Leaving each month unset is the same as selecting every month.

   The Days of Week schedules the task to run on specific days in addition to any listed days. For example, entering 1 in Days and setting Wed for Days of Week creates a schedule that starts a task on the first day of the month and every Wednesday of the month.

   The Schedule Preview displays when the current settings mean the task runs.

   Examples of CRON syntax

   Syntax	Meaning	Examples
   *	Every item.	* (minutes) = every minute of the hour. * (days) = every day.
   */N	Every Nth item.	*/15 (minutes) = every 15th minute of the hour. */3 (days) = every 3rd day. */3 (months) = every 3rd month.
   Comma and hyphen/dash	Each stated item (comma) Each item in a range (hyphen/dash).	1,31 (minutes) = on the 1st and 31st minute of the hour. 1-3,31 (minutes) = on the 1st to 3rd minutes inclusive, and the 31st minute, of the hour. mon-fri (days) = every Monday to Friday inclusive (every weekday). mar,jun,sep,dec (months) = every March, June, September, December.

   You can specify days of the month or days of the week.

   TrueNAS lets users create flexible schedules using the available options. The table below has some examples:

   Desired schedule	Values to enter
   3 times a day (at midnight, 08:00 and 16:00)	months=*; days=*; hours=0/8 or 0,8,16; minutes=0 (Meaning: every day of every month, when hours=0/8/16 and minutes=0)
   Every Monday/Wednesday/Friday, at 8.30 pm	months=*; days=mon,wed,fri; hours=20; minutes=30
   1st and 15th day of the month, during October to June, at 00:01 am	months=oct-dec,jan-jun; days=1,15; hours=0; minutes=1
   Every 15 minutes during the working week, which is 8am - 7pm (08:00 - 19:00) Monday to Friday	Note that this requires two tasks to achieve: (1) months=*; days=mon-fri; hours=8-18; minutes=*/15 (2) months=*; days=mon-fri; hours=19; minutes=0 We need the second scheduled item, to execute at 19:00, otherwise we would stop at 18:45. Another workaround would be to stop at 18:45 or 19:45 rather than 19:00.

9. Click Save.

Options for compressing data, adding a bandwidth limit, or other data stream customizations are available. Stream Compression options are only available when using SSH. Before enabling Compressed WRITE Records, verify that the destination system also supports compressed write records.

Allow Blocks Larger than 128KB is a one-way toggle. Replication tasks using large block replication only continue to work as long as this option remains enabled.

By default, the replication task uses snapshots to quickly transfer data to the receiving system. Selecting Full Filesystem Replication means the task completely replicates the chosen Source, including all dataset properties, snapshots, child datasets, and clones. When using this option, we recommended allocating additional time for the replication task to run.

Leave Full Filesystem Replication unselected and select Include Dataset Properties to include just the dataset properties in the snapshots to replicate. Leave this option unselected on an encrypted dataset to replicate the data to another unencrypted dataset.

Select Recursive to recursively replicate child dataset snapshots or exclude specific child datasets or properties from the replication.

Enter newly defined properties in Properties Override to replace existing dataset properties with the newly defined properties in the replicated files.

List any existing dataset properties to remove from the replicated files in Properties Exclude.

When a replication task is having difficulty completing, it is a good idea to select Save Pending Snapshots. This prevents the source TrueNAS from automatically deleting any snapshots that failed to replicate to the destination system.

By default, the destination dataset is set to be read-only after the replication completes. You can change the Destination Dataset Read-only Policy to only start replication when the destination is read-only (set to REQUIRE) or to disable it by setting it to IGNORE.

The Encryption option adds another layer of security to replicated data by encrypting the data before transfer and decrypting it on the destination system. Selecting Encryption adds the additional setting options HEX key or PASSPHRASE. You can store the encryption key either in the TrueNAS system database or in a custom-defined location.

Synchronizing Destination Snapshots With Source destroys any snapshots in the destination that do not match the source snapshots. TrueNAS also does a full replication of the source snapshots as if the replication task never run, which can lead to excessive bandwidth consumption.

This can be a very destructive option. Make sure that any snapshots deleted from the destination are obsolete or otherwise backed up in a different location.

Defining the Snapshot Retention Policy is generally recommended to prevent cluttering the system with obsolete snapshots. Choosing Same as Source keeps the snapshots on the destination system for the same amount of time as the defined Snapshot Lifetime from the source system periodic snapshot task.

You can use Custom to define your own lifetime for snapshots on the destination system.

Selecting Only Replicate Snapshots Matching Schedule restricts the replication to only those snapshots created at the same time as the replication schedule.

• Setting Up an Encrypted Replication Task: Provides instructions on adding a replication task to a remote system and using encryption.
  
  
• Unlocking a Replication Encrypted Dataset or Zvol: Provides information on three methods of unlocking replicated encrypted datasets or zvols without a passphrase.